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Hedge Funds Similar to Night Owl

13F Portfolio OverlapQ2 2026Night Owl portfolio →
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Most similar hedge funds by 13F overlap

Night Owl Capital Management, LLC is an institutional investor managing $953M across 30 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Night Owl are Obion, Ironvine Partners, Palestra, with shared positions in $UNP, $AON, $LIN, $SAP, $CSGP, $SPOT. The full ranking of 25 similar funds is below.

#1Obion Capital Management LPActive
Notable overlap · 3 shared positions
$UNP$AON$LIN
$118M
16 positions
#2Ironvine Capital Partners, LLCActive
Notable overlap · 4 shared positions
$UNP$AON$SAP$CSGP
$1.1B
57 positions
#3Palestra Capital Management LLCActive
Notable overlap · 3 shared positions
$UNP$LIN$SPOT
$2.9B
21 positions
#4One Madison Group LLCActive
Notable overlap · 3 shared positions
$WWD$UNP$SPOT
$1.0B
27 positions
#5COMGEST GLOBAL INVESTORS S.A.S.Active
Notable overlap · 4 shared positions
$AON$LIN$SPOT$MELI
$4.5B
55 positions
#6SCHARF INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$UNP$AON$MELI$LIN
$3.0B
79 positions
#7Hudson Way Capital Management LLCActive
Notable overlap · 3 shared positions
$WWD$SPOT$GWRE
$1.1B
18 positions
#8Wilkinson Global Asset Management LLCActive
Notable overlap · 3 shared positions
$UNP$LIN$SPOT
$1.3B
62 positions
#9HAWK RIDGE CAPITAL MANAGEMENT LPActive
Some overlap · 4 shared positions
$WWD$CRS$SPOT$AON
$3.1B
44 positions
#10C WorldWide Group Holding A/SActive
Some overlap · 4 shared positions
$LIN$AON$NTRA$MELI
$4.1B
97 positions
#11HENDLEY & CO INCActive
Some overlap · 3 shared positions
$UNP$LIN$HWM
$283M
47 positions
#12Renaissance Investment Group LLCPassive
Some overlap · 3 shared positions
$CRS$HWM$UNP
$508M
84 positions
#13Cynosure Management, LLCActive
Some overlap · 3 shared positions
$UNP$GEHC$CRS
$666M
180 positions
#14Cumberland Partners LtdPassive
Some overlap · 3 shared positions
$LIN$UNP$HWM
$1.5B
153 positions
#15Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$LIN$UNP$CEG$SAP
$253M
63 positions
#16VESTOR CAPITAL, LLCActive
Some overlap · 3 shared positions
$AON$HWM$CEG
$486M
276 positions
#17Munro PartnersActive
Some overlap · 3 shared positions
$HWM$WWD$LIN
$4.5B
61 positions
#18WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$LIN$SPOT$AON
$55.2B
266 positions
#19Rockingstone Advisors LLCPassive
Some overlap · 3 shared positions
$LIN$SPOT$NTRA
$249M
115 positions
#20Dash Acquisitions Inc.Active
Some overlap · 3 shared positions
$SAP$AON$CSGP
$494M
72 positions
#21ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$LIN$AON$MELI
$713M
97 positions
#22WEITZ INVESTMENT MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$AON$MELI$CSGP
$1.4B
50 positions
#23Ramirez Asset Management, Inc.Passive
Some overlap · 3 shared positions
$SAP$LIN$SPOT
$960M
360 positions
#24FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 3 shared positions
$HWM$LIN$SPOT
$1.7B
208 positions
#25TB Capital Gestao de Recursos Ltda.Active
Some overlap · 3 shared positions
$SAP$SPOT$MELI
$183M
19 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.